ForceManager CRM for Business Communication

ForceManager CRM helps build incredible customer relationships via video or in person, supercharging Sales Teams performances on the road, in the office and from home.

Our Microsoft Teams integration allows you to

- Improve the communication flow and collaboration within your sales team by allowing ForceManager CRM data regarding Accounts, Contacts and Business Opportunities to be searched and shared quickly through the Chat or Teams functionality straight from Microsoft Teams.

- Better prepare for each single customer meeting by searching and accessing CRM data instantly from anywhere in Microsoft Teams with our message widget.

- Help share with sales reps relevant information on the lead they are going to meet for the first time when somebody else in the sales team schedules the meeting in Microsoft Teams by attaching information with our message widget on the related chat.

- Share information about Accounts, Contacts and Business Opportunities to better run internal meetings organized on Microsoft Teams between Sales Managers and their Sales Reps.

- Efficiently organize and collaborate with your sales team and customers thanks to the personal and intelligent CRM dashboard integrated in Microsoft Teams. With a panoramic view of your business agenda, you will be able to track in real time your recent Activities, Goals, upcoming Tasks and Events, as well as joining your next Video Call in one click. All the data you and your sales rep create will be logged in ForceManager CRM automatically, and viceversa you will see all the data in your CRM magically appear in the dashboard to improve performance, generate more impacts and close more sales.

- Be able to take notes, download related docs, look at open opportunities during the call in the same screen, thanks to our queen of hearts, the in-meeting experience. Have your ForceManager information in one click, in the meeting, without having to change the screen and being 100% focused on your clients.

Our Microsoft Teams integration works seamlessly both from web and mobile, allowing you to access ForceManager CRM data directly in our mobile app or web version depending on where you are working from.